FBAVX Mutual Fund

NAV$35.68

TER0.39%

Holdings331

FBAVX Mutual Fund

NAV$35.68

Fidelity Balanced Fund Class Z

TER0.39%

Holdings331

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Holdings Overlap Analysis

Compare FBAVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FBAVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FBAVX Mutual Fund Overlap Analysis

FBAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FBAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 331 holdings, FBAVX may share significant positions with broad-market funds.

FBAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FBAVX tax-loss harvesting finds highly correlated but non-identical funds.